Our Culture

When I went into private practice in 2007, my aim was to provide a high quality, client-focused, financial planning service that sought exceptional outcomes for clients while providing value for money. I wanted clients for life and to help them through all of life’s financial challenges and successes.

Today my values haven’t changed, if anything I am more dedicated to ensuring our clients receive the best advice for their circumstance.

We are professional and dedicated to quality, value for money advice for our clients.

Starting in private practice in 2007, our unique client centric service and ability to make the complex simple has seen our business grow consistently.

We pride ourselves on having absolute commitment to helping clients achieve their financial objectives.

We have over 35 combined years experience in helping clients retire, building wealth, paying off debt and protecting their families. We genuinely respect the trust our clients hold with us to help guide them financially.

We are committed to the local community. We are Rotarians, members of P and F’s and hold board positions in local charities and organisations.

In 2015 we attained the status as a ‘FPA Professional Practice’. As part of the FPA Quality Assurance Program, we undergo regular external audits and surveys. Kelly Wealth Services is recognised as a practice that delivers quality financial planning practices and is providing the highest quality financial advice in our community.

So if you’re worried about your financial direction, or want some expert advice to grow your wealth, let us show you what we can do for you.
To make an obligation free and no-cost appointment, please call our friendly team on 07 4041 2055.